Get the free Planned Giving Documentation

This document is used for individuals who wish to make a deferred gift to benefit Frontier Nursing University, detailing their planned gift options and related information.

How to fill out planned giving documentation

How to fill out planned giving documentation

1. Obtain the planned giving documentation forms from your organization's website or office.
2. Read through all instructions and guidelines provided with the documentation.
3. Fill out your personal information including name, address, and contact details.
4. Specify the type of planned gift you wish to make (e.g., bequest, charitable trust).
5. Provide details about the assets you plan to donate, including financial accounts, real estate, or other valuables.
6. Indicate the percentage or amount you intend to gift.
7. If applicable, provide information about your beneficiaries or charity organization.
8. Review the documentation for accuracy and completeness.
9. Sign and date the forms as required.
10. Submit the completed documents to your organization, ensuring you keep a copy for your records.

Who needs planned giving documentation?

1. Individuals wishing to make a charitable donation through a planned gift.
2. Organizations and charities that manage planned giving programs.
3. Financial advisors or estate planners assisting clients with charitable giving strategies.

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What is planned giving documentation?

Planned giving documentation refers to the legal and financial records that outline the terms and details of a planned gift to a nonprofit organization, including bequests, trusts, and other forms of charitable contributions.

Who is required to file planned giving documentation?

Typically, nonprofit organizations that receive planned gifts are required to file planned giving documentation. Additionally, donors may need to complete certain documentation for tax purposes.

How to fill out planned giving documentation?

To fill out planned giving documentation, individuals should provide relevant personal and financial information, details about the gift, and the terms of the planned giving arrangement. It is recommended to consult with a financial advisor or legal expert for proper guidance.

What is the purpose of planned giving documentation?

The purpose of planned giving documentation is to formally record the details of a planned gift, ensuring that both the donor's intentions and the nonprofit's obligations are met, while also serving as a reference for tax and legal compliance.

What information must be reported on planned giving documentation?

Planned giving documentation must typically report the donor's name, contact information, the nature of the gift, its estimated value, the intended use of the gift by the organization, and any related legal stipulations.